Goldstein Advisors, LLC Sells in Q3 2024

Goldstein Advisors, LLC

  • $658 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-222K
- 94.89%
$94.32 - $105.04 $20.9M - $23.3M
11.9K $1.25B
GBIL
Goldman Sachs Access Treasury

ETFs
-184K
- 72.15%
$99.7 - $100.3 $18.4M - $18.5M
71.1K $7.13B
FLQH
Franklin Templeton Libertyq In

ETFs
-434K
- 93.98%
N/A
27.8K $922M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
-529K
- 93.03%
$20.27 - $20.27 $10.7M - $10.7M
39.6K $870M
AVDV
American Centy ETF Tr Avantis

ETFs
-112K
- 95.15%
$62.52 - $71.12 $7.03M - $8M
5.73K $405M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-92K
- 14.88%
$101.72 - $112.94 $9.36M - $10.4M
527K $59.5B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-80.7K
- 16.34%
$53.41 - $57.9 $4.31M - $4.67M
413K $23.9B
ACN
Accenture PLC

Technology
-505
- 35.76%
$295.44 - $355.81 $149K - $180K
907 $321M
UITB
Usaa ETF Tr Core Intermediate

ETFs
-2.39K
- 19.81%
$45.71 - $48.29 $109K - $115K
9.66K $463M
TJX
Tjx Companies Inc

Consumer Cyclical
-729
- 25.09%
$107.93 - $120.23 $78.7K - $87.6K
2.18K $256M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-185
- 5.85%
$332.02 - $382.76 $61.4K - $70.8K
2.98K $1.12B
NTRA
Natera, Inc.

Healthcare
-651
- 22.94%
$97.75 - $129.67 $63.6K - $84.4K
2.19K $278M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-293
- 12.13%
$116.79 - $133.54 $34.2K - $39.1K
2.12K $280M
CVX
Chevron Corp

Energy
-34
- 1.66%
$137.88 - $161.97 $4.69K - $5.51K
2.02K $297M
DIS
Walt Disney CO

Communication Services
-47
- 0.87%
$85.6 - $98.61 $4.02K - $4.63K
5.35K $514M
BAC
Bank Of America Corp

Financial Services
-186
- 2.73%
$36.65 - $44.13 $6.82K - $8.21K
6.63K $263M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-170
- 2.19%
$178.94 - $207.0 $30.4K - $35.2K
7.61K $1.53B
HSC
Harsco Corp

Industrials
-3K
- 19.38%
N/A
12.5K $129M
IVV
Ishares Core S&P 500 ETF

ETFs
-177
- 5.29%
$520.18 - $576.82 $92.1K - $102K
3.17K $1.83B
Dexcom Inc
-1K
- 5.56%
N/A
17K $16.2M
Nice LTD
-1K
- 6.25%
N/A
15K $14.4M
Two Harbors Inventment Corpo
-1K
- 5.56%
N/A
17K $16.7M
Prospect Cap Corp
-1K
- 5.56%
N/A
17K $17.1M
Arbor Realty Trust Inc
-1K
- 5.56%
N/A
17K $17.3M
Nrg Energy Inc
-2K
- 13.33%
N/A
13K $28.8M
Blackstone Mortgage Trust In
-1K
- 5.26%
N/A
18K $17.1M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-396
- 3.86%
$175.46 - $203.3 $69.5K - $80.5K
9.86K $2B
Tyler Tex Indpt Sch Dist
-1K
- 7.14%
N/A
13K $16M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-374
- 7.39%
$48.51 - $52.86 $18.1K - $19.8K
4.69K $248M
USXF
Ishares Esg Advanced Msci Usa

Technology
-277
- 4.65%
$43.59 - $49.35 $12.1K - $13.7K
5.68K $279M
PNOV
Innovator U.S. Equity Power Bu
-15
- 0.21%
N/A
7.3K $270M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
-504
- 4.15%
$47.54 - $52.58 $24K - $26.5K
11.6K $611M
PFE
Pfizer Inc

Healthcare
-104
- 0.93%
$27.7 - $31.39 $2.88K - $3.26K
11.1K $320M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-148
- 3.82%
$75.47 - $83.18 $11.2K - $12.3K
3.73K $310M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-3
- 3.41%
$3305.62 - $4268.05 $9.92K - $12.8K
85 $358M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-45
- 1.43%
$97.81 - $108.79 $4.4K - $4.9K
3.09K $336M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-100
- 1.42%
$92.63 - $105.69 $9.26K - $10.6K
6.95K $724M
RDVY
First Trust Rising Dividend Ac

ETFs
-131
- 2.19%
$53.68 - $59.24 $7.03K - $7.76K
5.86K $347M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-7
- 0.14%
$58.03 - $65.37 $406 - $458
4.88K $316M
MSI
Motorola Solutions, Inc.

Technology
-42
- 5.94%
$385.65 - $450.49 $16.2K - $18.9K
665 $299M
RYT
Invesco S&P 500 Equal Weight T

ETFs
-15
- 0.05%
N/A
27.7K $1.04B
FISV
Fiserv Inc

Technology
-160
- 8.45%
N/A
1.73K $311M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-214
- 1.72%
$63.28 - $70.06 $13.5K - $15K
12.2K $856M
ZTS
Zoetis Inc.

Healthcare
-129
- 4.49%
$172.58 - $196.48 $22.3K - $25.3K
2.75K $537M
ADP
Automatic Data Processing Inc

Industrials
-28
- 2.23%
$233.44 - $279.45 $6.54K - $7.82K
1.23K $340M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-114
- 0.14%
$38.33 - $42.48 $4.37K - $4.84K
82.2K $3.45B
VHT
Vanguard Health Care ETF

ETFs
-23
- 0.54%
$261.88 - $288.1 $6.02K - $6.63K
4.27K $1.2B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-231
- 1.99%
$83.76 - $91.82 $19.3K - $21.2K
11.4K $1.04B
RTX
Raytheon Technologies Corp

Industrials
-685
- 8.69%
$99.55 - $123.34 $68.2K - $84.5K
7.2K $872M
Activity Summary
Buys All Purchases 113 New Holdings 29 Increased Positions 84 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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